Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.69M Sell
56,662
-11,147
-16% -$570K 1.18% 28
2025
Q4
$4.64M Sell
67,809
-4,283
-6% -$296K 1.79% 20
2025
Q3
$5.2M Sell
72,092
-4,845
-6% -$373K 1.62% 21
2025
Q2
$5.99M Sell
76,937
-1,760
-2% -$142K 1.84% 17
2025
Q1
$6.41M Sell
78,697
-3,338
-4% -$292K 2.21% 12
2024
Q4
$7.38M Sell
82,035
-1,798
-2% -$144K 2.53% 8
2024
Q3
$5.21M Buy
83,833
+5,678
+7% +$318K 1.96% 15
2024
Q2
$4.18M Buy
78,155
+10,582
+16% +$597K 1.77% 18
2024
Q1
$4.02M Buy
67,573
+6,544
+11% +$369K 1.76% 21
2023
Q4
$3.63M Sell
61,029
-12,280
-17% -$563K 1.71% 21
2023
Q3
$3.08M Buy
73,309
+9,342
+15% +$458K 1.67% 22
2023
Q2
$3.27M Buy
63,967
+4,155
+7% +$220K 1.89% 21
2023
Q1
$3.49M Buy
59,812
+13,578
+29% +$810K 2.22% 18
2022
Q4
$2.56M Sell
46,234
-1,761
-4% -$85.7K 1.62% 29
2022
Q3
$2.57M Buy
47,995
+11,645
+32% +$730K 1.7% 27
2022
Q2
$2.09M Buy
36,350
+10,948
+43% +$886K 1.19% 33
2022
Q1
$2.72M Buy
25,402
+4,641
+22% +$533K 1.36% 28
2021
Q4
$3.16M Buy
20,761
+11,070
+114% +$2.52M 1.64% 29
2021
Q3
$2.5M Sell
9,691
-1,169
-11% -$337K 1.37% 32
2021
Q2
$3.04M Hold
10,860
2.3% 20
2021
Q1
$2.2M Buy
+10,860
New +$2.52M 1.79% 28

Other funds holding DOCU